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Why can't I see more the 50 entries in my 1099B?

Why can't I see more than 50 entries in my 1099B in TurboTax Business?  I manually entered nearly 200 sales but when I go back to edit I only see the first 50 of them and can't seem to see the rest.  I need to review an edit all entries because I am off slightly form the summary numbers on the investment tax statement and I want to find the error.  Also the Form 8949 only shows a few of the entries...so I can't edit on the form.  Where are the rest of those?

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3 Replies

Why can't I see more the 50 entries in my 1099B?

Enter only the summary amounts for covered sales. Only enter each sale for uncovered sales. 

Why can't I see more the 50 entries in my 1099B?

Thanks, but that doesn't help.  I know the entries are there because the summary numbers in the Summary for this Account page are darned close to my statement.   So what's the problem?  Why can't I edit all entries...and why do the Form 8949s look abbreviated when I view the form? I want to see all my detail and I don't think that is too much to ask.  Anyone?

DaveF1006
Employee Tax Expert

Why can't I see more the 50 entries in my 1099B?

Most tax software limits how many 1099‑B transactions you can see or edit in the interface. Even though only ~50 entries appear, all transactions are imported and included in your totals. The IRS allows summary reporting for large datasets, so Form 8949 often shows only category totals with a note like “See attached statement” instead of listing every lot. 

 

The full detail is still included in the electronic filing, but the software doesn’t display every line item. To view all transactions, you usually need to check your broker’s detailed statement or export the import file if the software supports it.

 

If you wish to be able to edit your entries, here are some suggestions:

 

1. Delete the existing import

  1. Your current import is in “summary mode,” which cannot be edited line‑by‑line. 
  2. You must remove it first:
  3. Go to the 1099‑B section
  4. Select the imported brokerage entry
  5. Choose Delete, Remove, or Start Over (wording varies by software)
  6. This clears the locked summary block.

2. Re‑import using a format that supports full detail

  1. To get editable rows, you need to import in a way the software treats as individual transactions, not a summary.
  2. Usually this means:
  3. Importing a CSV file from your broker
  4. Or choosing “detailed import” instead of “summary import”
  5. Or manually uploading the broker’s TXF file (if available)

 3. If your software never shows all lines, use manual entry

 

Some programs (especially TurboTax Online) simply won’t display more than ~50–100 rows, even though they import everything. If you absolutely must edit each lot:

 

  1. Delete the import 
  2. Choose “I’ll enter them myself”
  3. Enter each sale manually
  4. It’s tedious, but it gives full control.

These are some suggestions you can try.  My suggestion is to leave "as is".  You mention the summary totals are close to your statement and this may be due to rounding differences. The IRS takes this into account thus does raise any "red flags".

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